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Cozad Asset Management Inc
Champaign, Illinois
5.0
2 Reviews
Cozad Asset Management Inc, a local investment advisory firm based out of Champaign, IL, is dedicated to providing comprehensive financial solutions to their clients. With 25 employees, including 22 experienced investment advisors, Cozad Asset Management offers a wide range of services. Their average assets under management per investment advisor amount to approximately $74,470,000, placing them on par with industry standards.
The firm's compensation structure encompasses various options, such as a percentage of assets under management, hourly charges, and fixed fees. While employer funds constitute a significant portion of their...see more
Assets Under Mgmt
$1.64B
Investment Professionals
22
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Other Business Activities
- Insurance broker or agent
- Accountant or accounting firm
Disclosures
- SEC or CFTC violation of regulation or statutes
- SEC or CFTC entered an order against you in connection to investment related activities
- SEC or CFTC imposed civil money penalty or cease and desist from an activity
- Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
- Orders brought against in connection to investment related activities (10yrs)
Reviews for Cozad Asset Management Inc
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